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Eyre Peninsula. Experience Coffin Bay.

Our Investment Performance

Funds SA Tax-Exempt* Investment Options

Performance for periods ended 31 March 2026

TypeInception date1 month %3 months (%)FYTD (%)1 Year (%)3 Year (%)5 Year (%)7 Year (%)10 Year (%)
Cash31-Mar-000.30.92.64.14.43.02.42.3
Capital Defensive31-Aug-04-1.00.13.15.75.33.03.33.8
Conservative30-Jun-99-1.6-0.53.56.86.23.94.45.0
Moderate30-Jun-06-2.5-1.23.57.87.15.15.66.2
Socially Responsible2-Mar-09-3.5-3.8-0.55.26.65.96.57.0
Balanced30-Jun-95-3.1-1.83.99.08.06.16.97.6
Indexed Balanced1-Dec-25-4.7-2.7------
High Growth30-Jun-99-3.9-2.63.89.68.76.87.68.7
Indexed High Growth1-Dec-25-5.3-3.2------

* Investment strategies prepared for tax-exempt clients. Returns are net of fees. No tax is subtracted from the investment returns of these investment options.

Funds SA Taxable* Investment Options

Performance for periods ended 31 March 2026

TypeInception date1 month %3 months (%)FYTD (%)1 Year (%)3 Year (%)5 Year (%)7 Year (%)10 Year (%)
Cash31-Mar-050.30.92.94.04.43.02.42.3
Capital Defensive31-Mar-05-1.00.13.15.75.13.03.23.7
Conservative31-Mar-05-1.6-0.43.56.76.03.94.34.8
Moderate30-Jun-06-2.5-1.23.17.66.95.15.56.1
Socially Responsible2-Mar-09-3.5-3.8-0.55.26.65.96.57.0
Balanced31-Mar-05-3.2-1.93.68.87.86.26.97.5
Indexed Balanced1-Dec-25-4.7-2.7------
High Growth31-Mar-05-3.9-2.53.79.78.66.97.78.6
Indexed High Growth1-Dec-25-5.3-3.2------

* Investment strategies prepared for tax paying investors. Returns are net of fees and gross of tax.

Disclaimer: Past performance is not a reliable indicator of future performance. Investments are subject to market risk, investment performance may fluctuate over time, and returns can go up or down in line with market movements.